Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
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David Lallouz

David R. Lallouz is a partner in Tannenbaum Helpern’s Corporate, Capital Formation and Securities Law practice where he advises clients on complex corporate transactions. For a decade and a half, David has helped clients creatively structure, negotiate and implement mergers and acquisitions, private equity transactions, strategic investments, venture capital investments, joint ventures and public offerings.

David has successfully negotiated over a hundred M&A and related transactions to date, representing clients on both the buy-side and sell side, particularly in the “middle market,” and across a wide range of industries, including, industrial, manufacturing, commercial and retail business, financial services, including global financial institutions, multi-billion dollar investment funds and family offices, biotech and health sciences (acting on behalf of private equity and venture capital funds and targets alike), staffing, professional services, advertising and talent management, to name a few. David also represents investors in PIPE (private investments in public equity) transactions and registered direct offerings.

In addition, he regularly advises and counsels clients on corporate governance, business formation and capitalization, as well as commercial and contractual relationships. David is a co-founder of Tannenbaum Helpern’s StartMeUp program for entrepreneurs, offering a suite of legal services tailored to the needs of new business owners.

David is also experienced in the field of distribution law, particularly with regard to food and beverage distribution, including drafting and negotiating distribution and supply agreements for distributors and manufacturers alike. Notably, David’s M&A experience includes significant acquisitions and joint ventures among distributors and suppliers, including in the alcoholic beverage and soft drink industries.

Given the scope and breadth of David’s experience in mergers and acquisitions, he has previously been retained to provide testimony as an expert witness to a U.S. federal court on the M&A process and best practices.

Additionally, David is a member of the firm’s Cybersecurity Practice Group, advising clients on the risks and legal requirements associated with emerging technological threats.

Prior to joining Tannenbaum Helpern in 2008, David was a partner in a leading international law firm based in Montreal, where his experience included Canadian, U.S. and cross-border mergers and acquisitions. David began his career in Quebec where he remains admitted to practice. Fluent both in English and French, he advises clients in both languages and has been selected for inclusion in Super Lawyers since 2011.

Webinars:

The M&A Process: Understanding the Lifecycle of a Deal & Basic Deal Documents

Series: PRIVATE COMPANY M&A BOOT CAMP 2018

Buying, selling, or merging a company typically follows a...

Premiere Date: 01/18/2018 11:00am

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The Very Basics – Forming the Business

Series: ADVISING THE START-UP

You can view the accompanying slideshow for free by...

Premiere Date: 01/23/2017 2:00pm

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